Relationship Manager
Emirates NBD
Total des années d'expérience :15 years, 11 Mois
Build and develop banking relationships with HNW customers by extending banking solutions that enhance and address their current banking needs.
Advise and arrange tailored banking solutions including bank lending products, financial advisory, asset management and wealth management services to HNW customers.
Identify and advise customer needs for Corporate & Treasury solutions including Liquidity Placement, Hedging and Lending Products to HNW Customers and Business Owners.
Price and recommend Money Market solutions to customers in effort to maximize department revenue while retaining and acquiring customer relation.
Diligently carry out customer initial account opening and documentation procedures that are in compliance with KYC, AML, and central bank regulations and policies.
Lead a team of Relationship Officers and implement business strategies to acquire potential customers in efforts to maximize department revenue and increase bank’s market share.
Effective Cross-Selling bank products to maintain and grow existing relationships and capture higher share market share.
Successfully achieving and delivering on committed financial and qualitative objectives.
Developed and grew relationships with UHNW/ HNW and commercial customers by providing them with asset/investment advisory services and solutions.
Advised customers on strategic and tactical asset allocations tailored to their risk\reward objectives that produced lower fees, lower beta while adding alpha.
Presented and developed asset allocation proposals, investment solutions and market analysis to HNW individuals, institutional investors and corporations.
Identified and developed strategic asset allocation solutions to improve customer’s current assets and financial exposure.
Set up Investment Statement Policy for investors through in-depth communication and review of customer’s Risk, Return, Tax or Zakat, Time Horizon, Liquidity, Legality and unique preferences.
Conducted Economic Assessments to identify economic trends and investment opportunities across the globe and recommended optimal asset classes that are appropriate with customer Investment Statement Policy
Perform Financial Analysis, Asset Valuation and portfolio management techniques to provide best investment options to investors.
Reviewed and assessed performance of Investment funds managed in the GCC region and identified trends in the flows of capital.
Developed and lead the Retail Financial Advisory and the Financial Advisory at Work Departments and established selling and advisory processes.
Increased the number of managed accounts by 800% in eight month period.
Trained and lead new Financial Advisor on models used for financial advisory, Investment Funds, and conducted training sessions on CME material.
Set up relations with money managers and HNW customers and provided them with low cost, efficient and transparent execution.
Analyzed market movements of Major Currencies, Commodities, Fixed Income and Equities to identify market trends, sentiment and correlation.
Provided traders with frequent fundamental and technical analysis updates to assist them in making informed investment/trading decision.
Advised clients on solutions and services that helped them achieve portfolio diversification and eliminate asset specific risks.
Developed trading resources to assist different level of traders establish trading strategies, risk management techniques, and familiarize them with margin trading.
Worked with institutions and money managers in setting up Advanced Programming Interface (API) to automate trading strategies and provide unique Interface for their clients.
Conducted trade audits to identify execution flaws and conclude balance adjustment decisions.
Lead and managed marketing initiatives targeted to the MENA region including creating Arabic content resources, maintaining website, and moderating trading forum.
Contributed in increasing sales of the Middle East and North Africa department by 100% in the first year
Contributed in achieving Five team of the month awards for surpassing department targets.
Major Finance Minor Economics
